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Disclosery

Everhart Financial Group, Inc.: BUSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on BUSE, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 44,024 BUSE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,024 shares
    Change vs previous 13F +2,335 shares

    0.08% of the 13F portfolio, value $1,282,419.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,689 shares
    Change vs previous 13F +4,409 shares

    0.08% of the 13F portfolio, value $1,229,826.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 37,280 shares
    Change vs previous 13F +15,631 shares

    0.08% of the 13F portfolio, value $942,066.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 21,649 shares
    Change vs previous 13F -1,924 shares

    0.05% of the 13F portfolio, value $515,030.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 23,573 shares
    Change vs previous 13F +1,868 shares

    0.05% of the 13F portfolio, value $545,715.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 21,705 shares
    Change vs previous 13F -5,138 shares

    0.06% of the 13F portfolio, value $496,719.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 26,843 shares
    Change vs previous 13F -2,001 shares

    0.08% of the 13F portfolio, value $579,809.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 28,844 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $679,853.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).